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CDP vs DLR

CDP
COPT Defense Properties
NEUTRAL
Price
$32.11
Market Cap
$3.71B
Sector
Real Estate
AI Confidence
85%
DLR
Digital Realty Trust, Inc.
BEARISH
Price
$200.86
Market Cap
$71.33B
Sector
Real Estate
AI Confidence
85%

Valuation

P/E Ratio
CDP
23.96
DLR
56.11
Forward P/E
CDP
22.61
DLR
62.06
P/B Ratio
CDP
2.39
DLR
3.11
P/S Ratio
CDP
4.84
DLR
11.73
EV/EBITDA
CDP
15.7
DLR
31.83

Profitability

Gross Margin
CDP
57.76%
DLR
55.16%
Operating Margin
CDP
29.64%
DLR
14.15%
Profit Margin
CDP
19.87%
DLR
21.52%
ROE
CDP
10.13%
DLR
5.47%
ROA
CDP
3.25%
DLR
1.18%

Growth

Revenue Growth
CDP
7.6%
DLR
17.1%
Earnings Growth
CDP
6.9%
DLR
-53.4%

Financial Health

Debt/Equity
CDP
1.77
DLR
0.82
Current Ratio
CDP
1.06
DLR
1.3
Quick Ratio
CDP
0.95
DLR
1.22

Dividends

Dividend Yield
CDP
3.85%
DLR
2.43%
Payout Ratio
CDP
91.04%
DLR
136.31%

AI Verdict

CDP NEUTRAL

CDP exhibits a stable financial profile with a Piotroski F-Score of 4/9, though it is currently trading at a significant premium to its Graham Number ($20.12) and Intrinsic Value ($23.25). While the company maintains strong operating margins and a healthier debt-to-equity ratio than its sector peers, the valuation is stretched. The combination of a very high dividend payout ratio (91.04%) and bearish insider sentiment offsets the positive analyst consensus and recent price momentum.

Strengths
Strong operating margins (29.64%) and gross margins (57.76%)
Debt/Equity ratio (1.77) is significantly lower than the sector average (2.82)
Consistent positive revenue and earnings growth (approx 7% YoY)
Risks
Significant overvaluation relative to Graham Number and Intrinsic Value
High dividend payout ratio (91.04%) leaves little room for earnings volatility
Bearish insider sentiment with recent selling activity
DLR BEARISH

DLR presents a concerning divergence between market price and fundamental value, anchored by a stable but mediocre Piotroski F-Score of 4/9. While revenue growth is robust at 17.1%, the company is experiencing a severe earnings collapse (-53.4% YoY) and an unsustainable dividend payout ratio of 136.31%. The stock trades at a massive premium to its Graham Number ($72.14) and Intrinsic Value ($25.06), with a PEG ratio of 19.01 signaling extreme overvaluation. Despite analyst 'Buy' recommendations, the deterministic data suggests the current price is driven by sector hype rather than financial performance.

Strengths
Strong top-line revenue growth of 17.10% YoY
Healthy gross margins at 55.16%
Manageable Debt/Equity ratio of 0.82 compared to sector average
Risks
Unsustainable dividend payout ratio (136.31%) indicating dividends exceed earnings
Severe contraction in earnings growth (-53.4% YoY)
Extreme valuation metrics (P/E of 56.11 and PEG of 19.01)

Compare Another Pair

CDP vs DLR: Head-to-Head Comparison

This page compares COPT Defense Properties (CDP) and Digital Realty Trust, Inc. (DLR) across key fundamental metrics including valuation ratios, profitability margins, growth rates, financial health indicators, and dividend metrics. Each metric highlights the better-performing stock so you can quickly identify relative strengths and weaknesses.

Our AI engine independently analyzes each company's financials, competitive position, and market conditions to produce a verdict (Bullish, Neutral, or Bearish) along with key strengths and risks. Use this comparison alongside your own research to make informed investment decisions.

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